Castle Rock Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Castle Rock Wealth Management’s Portfolio CGGR Stock Details CGGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291K	Buy	6,183 +5	+0.1%	+$226	0.06%	230
2026 Q1	$250K	Buy	6,178 +4	+0.1%	+$173	0.05%	237
2025 Q4	$267K	Buy	6,174 +115	+2%	+$5.08K	0.06%	230
2025 Q3	$268K	Buy	6,059 +442	+8%	+$18.7K	0.06%	223
2025 Q2	$233K	Buy	+5,617	New	+$205K	0.05%	230
2025 Q1	–	Sell	-5,550	Closed	-$221K	–	227
2024 Q4	$221K	Buy	+5,550	New	+$204K	0.05%	220

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Castle Rock Wealth Management's CGGR Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 0.08% in Q2 2026, buying an estimated $226 and bringing the position to 6,183 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #230.

Castle Rock Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Castle Rock Wealth Management held 6,183 shares of Capital Group Growth ETF worth $291K as of Q2 2026.
Castle Rock Wealth Management bought 5 Capital Group Growth ETF shares in Q2 2026, an estimated $226.
Capital Group Growth ETF made up 0.06% of Castle Rock Wealth Management's portfolio in Q2 2026, its #230 holding.
Castle Rock Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.